Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Douglas Rheaume is a financial advisor with Grimes & Company, Inc. located in Westborough, MA. Timothy has been in the industry for over 10 years and has experience working with a range of clients, including individuals, businesses, and charitable organizations. Timothy holds the Series 31, Series 7, and SIE licenses as well as the Uniform Securities Agent State Law Examination. Timothy also holds the Certified Financial Planner and Chartered Financial Analyst designations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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MA
01/13/2022 - Present
Grimes & Company, Inc. (WESTBOROUGH MA)
MA
10/05/2011 - 12/15/2021
NATIXIS DISTRIBUTION, LLC (BOSTON MA)
BC
Issued 01/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 10/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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